Playbooks

Proven strategies and plays for your revenue team to create & close pipeline using Warmly.

New Leads
Orchestrator

Using Warmly's Orchestrator feature to automatically add prospects at top accounts visiting your website to a sequence in your sales engagement platform...

Lead to meeting
Al Chat

Using Warmly's Al Chat feature to automatically send Al-generated messages to key prospects visiting your website, and notifying your team to continue...

Lead to meeting
Inbound Chat

Using Warmly's Inbound Chat feature to provide key prospects visiting your website the opportunity to raise their hands requesting to speak with your sales team...

Lead to meeting
Warm Calling (Chatting Live With Prospects)

Using Warmly, your team will be notified in Slack the second that a key prospect visits your website. From there, you can seamlessly enter the prospect's live session and...

Lead to meeting
Warm Intros Via Connect The Dots

Using Warmly's Connect The Dots integration, your team will be able to seamlessly find and facilitate warm introductions into key accounts visiting your website...

New Leads
Manual Prospecting
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Using Warmly, your sales team is empowered to manually prospect individuals at key accounts visiting your website... all within the Warmly platform...

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Warmly's UTM For Individual- Level ID'd Traffic Orchestrator

By utilizing Warmly's UTM parameter in your outbound emails and sequences with links taking prospects back to your website, you'll be able to get individual-level data about...

Warmly 201
Closing Deals: Using Warmly Live Chat To Answer Last Minute Contract Questions

Learn how AEs can use Warmly to answer last minute questions by executives and CEOs to get them to sign before end of the month. Warmly can help shorten your sales cycle by a week, since we take out the guesswork and allow you to chat live with your buyers.
Check out our cacheflow & warmly integration today.

More Plays Coming Soon